Best Financial Advisors in Berkeley, CA

“Many accountant types just think in the standard ways to get deductions, Jake has a way of coming up with tax saving ideas that others have missed.....”

“Great communication, very organanized, and thoughtful about how we could plan our finances.”

“Managing your finances today, let alone planning for what tomorrow may bring, doesn't happen automatically – or easily. Squeezed by the demands of daily life, you may know the importance of setting a path to a secure financial future but placed it on...”

“We look at your finances holistically, from financial planning to investment management to tax strategy.”

“KNN Public Finance advisors have a long history of providing Municipal Advisory services. We trace our roots to a company which was first established in 1982. [1] Our most senior Municipal Advisors each have more than 25 years of public finance and r...”

“Specializing in retirement and financial planning, Rick Prime, CFP®, serves as Financial Advisor in our Berkeley, California and Roseburg, Oregon locations. Rick has spent the last 18 years working first-hand with clients to help better plan their lo...”

“As a fractional CFO, we offer financial expertise to commercial and residential specialty trade subcontractors (electrical, plumbing, HVAC/mechanical, concrete masonry, landscaping, etc.), union and non-union, across the country.”

“The firm's projects focus primarily on balancing use, preservation and protection of natural resources. Services include market demand assessment, project development and re-development planning, financial and economic feasibility evaluation, impleme...”

“Amazing team with great response time and all around good company to do business with.”

“They call me to make an appointment for my taxes.”

“Our business was growing rapidly, and Bridgewater helped us resolve issues, speed up tax preparation, and alleviated some of the financial strains we were experiencing.”

“For my US tax returns this year, I needed someone experienced with handling foreign tax credit, tax implications of remote work and multi-state returns.”

“The team at SD Mayer helped to take us from early startup mode, running accounting with Excel and lump-sum journal entries, to proper audit-ready accounting practices.”

“Amazing firm, with amazing people, offering the very best in accounting services.”

“They always do a great job and still continue to do my tax services even though I no longer live in the area.”